Who owns SMTH?
ALPS Smith Core Plus Bond ETF · ALPS
84 institutions reported holding SMTH, worth $2.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMTH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $1.3B | 49,724,983 | +7,638,710 shares |
| Annex Advisory Services, LLC | Brookfield, WI | $237.8M | 9,237,012 | +1,179,599 shares |
| Shufro Rose & Co LLC | New York, NY | $136.4M | 5,299,519 | +193,135 shares |
| Trilogy Capital Inc. | Irvine, CA | $107.7M | 4,184,387 | +2,241,175 shares |
| Stratos Investment Management, LLC | Beachwood, OH | $84.4M | 3,279,310 | −147,751 shares |
| Bank of New York Mellon Corp | New York, NY | $58.1M | 2,257,775 | +49,602 shares |
| Lineweaver Wealth Advisors, LLC | Valley View, OH | $40.7M | 1,579,639 | +113,865 shares |
| Bank of America Corp. | Charlotte, NC | $37.1M | 1,441,110 | +1,324,909 shares |
| Hamilton Wealth, LLC | Los Angeles, CA | $34.4M | 1,336,672 | −1,316,586 shares |
| Level Four Advisory Services, LLC | Dallas, TX | $32.3M | 1,255,537 | +17,395 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SMTH?
84 institutional managers reported holding SMTH in Form 13F filings for June 30, 2026, worth $2.3B in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $1.3B.
Did institutions buy or sell SMTH last quarter?
Reported 13F value rose 14.8% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SMTH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.